City State Bank’s Dimensional Global Credit ETF DGCB Stock Holding History

City State Bank’s Portfolio DGCB Stock Details DGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.7K	Hold	1,000	–	–	0.01%	348
2026 Q1	$54.1K	Hold	1,000	–	–	0.01%	344
2025 Q4	$54.2K	Hold	1,000	–	–	0.01%	337
2025 Q3	$55.5K	Buy	+1,000	New	+$54.7K	0.02%	332

Other funds holding DGCB

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return